Family Strategic Plan
The family strategic plan is needed to maintain a healthy, viable business. This plan establishes policies for the family’s role in the business and will address other issues that are important to your family.  By implementing this plan, you may avoid later conflicts about compensation, sibling rivalry, ownership and management control.

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Did you know that approximately 90% of all U.S. businesses are family-owned and controlled?  At any given time, 40% of U.S. family-owned businesses are facing the transfer of ownership issue.  Fewer than one-third survive transition from first to second generation ownership; of those that do, only half survive the transition to the third generation.  Let us help you avoid these statistics – call us today!
 
Strategic Plan
A strategic plan for the business will allow each generation an opportunity to chart a course for the firm.  Setting business goals as a family will ensure that everyone has a clear picture of the company’s future.

 

family-owned business support
   

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